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How do I assign Calendar Appointments to Customers?

You can assign contacts or companies to any task in the task scheduler (our name for Calendar appointments).

To get started, click Tools > Task Scheduler to load the Task Scheduler:

  • Click the “Add New” bottom at the top right
  • Fill out the task record
  • There is space for you to attach the task to a contact and/or a company
Assign task / appointment to customer or company Jetpack CRM
View in the Task Scheduler to fill up a task/appointment in the Task Scheduler; you can attach it to a contact and/or a company too!
Updated on July 12, 2023

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